Content
1. Preconditions of rebate chart
2. Set up of rebate chart
3. Assignment of rebate chart to client address.
4. Rebate calculation in booking file
1. Preconditions of rebate chart
- Rebate is given on all services in a booking file.
- All bookings that are done for a certain client include this rebate.
2. Set up of rebate chart
The rebate chart is set up in DaVinci/SystemSettings/Conditions/Rebate chart. By right mouseclick in the right field a new rebate chart can be defined.
In case of a rebate for final customers the rebate needs to be taken From Amount "Gross (=Brutto)". All product types on which the rebate shall be calculated need to be flagged in the combo box Type.
As the chart itself only calculates rebates the Percentage needs to be set up as "positive amount".
Price type for calculation of the rebate is "Absolut/Percentual". It is important to chose a high level in the last column in order to make sure that a rebate is calculated after all reductions/supplements have been reduced/added from the basic price.
It would be possible to steer rebate calculation on several other criteria as certain date ranges, booking code or requirement etc.
3. Assignment of rebate chart to client address.
The rebate chart can be linked on the client address on tab variously.
4. Rebate calculation in booking file
When a rebate chart is assigned to the address entered as client in Genesis this causes that each service with an appropriate product type will be reduced.
In the properties of the service an additional line with the rebate amount will be calculated.
